Add a Checklist to another object

As part of the checklist functionality Arrow has extended the ability to log a checklist of open items against any other object in the Salesforce system. Simply add a relationship fields to the Checklist List item object to the other object, and add the component to that object’s lightning page(s).

ADD A CHECKLIST TO ANY OTHER OBJECT

1. From the Setup menu navigate to Object Manager > Checklist Item.
2. From the Object’s details page click Fields & Relationships and add a new Lookup field from the Checklist Item to the object that the Checklist component will be visible on.
3. From the Setup menu navigate to Object Manager > [OBJECT] for the object that the checklist will be added.
4. On the Object’s details page click Lightning Record Pages and click the name of the lightning record page where the checklist will be added to open the page editor.
5. On the record page add the Arrow Checklist component.
6. Edit the Relationship Name and enter the API name of the lookup field created in Step 1 from the Checklist Item object.
7. The Arrow Checklist allows users to save and create checklist templates.
   • Select Enable Create Template if a user should be able to create a new Checklist template based on the visible checklist.
   • Select Enable Apply Template if a user should be able to create a new Checklist from a pre-existing template.
     
     
     
8. Click Save.